PENTAIR plc
PNR- Exchange
- NYSE
- Industry
- Special Industry Machinery (No Metalworking Machinery)
- SEC CIK
- 0000077360
No open-market purchases or sales by PENTAIR plc insiders were filed in the last 90 days; 730 institutions reported holding it in 13F filings for Q2 2026, worth $11.7B in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in PENTAIR plc as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 767
- +35 vs. Q2 2025
- Shares held
- 152.4M
- +4.28M (+2.9%) vs. Q2 2025
- Total value
- $16.9B
- +$1.66B (+10.9%) vs. Q2 2025
- New holders
- 115
- 276 more added
- Sold out
- 80
- 229 more reduced
10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PNR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 730 | $11.7B |
| Q1 2026 | 742 | $13.3B |
| Q4 2025 | 787 | $16.0B |
| Q3 2025 | 767 | $16.9B |
| Q2 2025 | 742 | $15.3B |
| Q1 2025 | 728 | $13.1B |
| Q4 2024 | 718 | $15.1B |
| Q3 2024 | 674 | $14.6B |
| Q2 2024 | 640 | $11.8B |
| Q1 2024 | 637 | $13.0B |
| Q4 2023 | 613 | $11.1B |
| Q3 2023 | 585 | $9.55B |
| Q2 2023 | 554 | $9.51B |
| Q1 2023 | 531 | $8.27B |
| Q4 2022 | 507 | $6.80B |
| Q3 2022 | 494 | $6.13B |
| Q2 2022 | 515 | $6.57B |
| Q1 2022 | 558 | $8.04B |
| Q4 2021 | 604 | $10.7B |
| Q3 2021 | 559 | $10.9B |
| Q2 2021 | 525 | $10.1B |
| Q1 2021 | 522 | $9.27B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GEN Financial Management, INC. | 3,220 | $356.6K | 0.31% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 3,313 | $366.9K | 0.03% | −898−21.3% | Reduced |
| Meridian Investment Counsel Inc. | 3,349 | $370.9K | 0.09% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,399 | $376.4K | 0.03% | +3,399 | New |
| Azimuth Capital Investment Management LLC | 3,400 | $376.6K | 0.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 3,556 | $379.9K | 0.01% | −2,592−42.2% | Reduced |
| Fifth Third Bancorp | 3,436 | $380.6K | 0.00% | −11−0.3% | Reduced |
| World Equity Group, Inc. | 3,448 | $381.9K | 0.09% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 3,500 | $387.7K | 0.38% | +3,500 | New |
| Gilbert & Cook, Inc. | 3,531 | $391.1K | 0.05% | +3,531 | New |
| Coldstream Capital Management Inc | 3,560 | $394.3K | 0.01% | +305+9.4% | Added |
| CX Institutional | 3,569 | $395.0K | 0.01% | +830+30.3% | Added |
| Greenleaf Trust | 3,580 | $396.5K | 0.00% | −320−8.2% | Reduced |
| Vestcor Inc | 3,602 | $399.0K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,617 | $400.6K | 0.02% | +7+0.2% | Added |
| Woodward Diversified Capital, LLC | 3,646 | $403.8K | 0.19% | +3,646 | New |
| Tower Research Capital LLC (TRC) | 3,700 | $409.8K | 0.01% | −1,750−32.1% | Reduced |
| Buska Wealth Management, LLC | 3,722 | $412.2K | 0.12% | +3,722 | New |
| Alan B. Lancz & Associates, Inc. | 3,742 | $414.5K | 0.37% | −300−7.4% | Reduced |
| Forum Financial Management, LP | 3,756 | $416.0K | 0.01% | +530+16.4% | Added |
| Argyle Capital Management Inc. | 3,766 | $417.1K | 0.14% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 3,833 | $424.5K | 0.16% | −368−8.8% | Reduced |
| Portside Wealth Group, LLC | 3,840 | $425.3K | 0.06% | +196+5.4% | Added |
| Waterloo Capital, L.P. | 3,881 | $429.8K | 0.03% | −483−11.1% | Reduced |
| Wedmont Private Capital | 3,906 | $432.2K | 0.02% | +101+2.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,964 | $439.1K | 0.01% | +3,964 | New |
| Burney Co | 3,999 | $442.9K | 0.01% | 00.0% | Unchanged |
| Corient IA LLC | 4,000 | $443.0K | 0.33% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,001 | $443.1K | 0.01% | +90+2.3% | Added |
| Leavell Investment Management, Inc. | 4,088 | $452.8K | 0.02% | 00.0% | Unchanged |
| Globeflex Capital L P | 4,089 | $452.9K | 0.07% | −911−18.2% | Reduced |
| Chicago Partners Investment Group LLC | 4,253 | $463.0K | 0.01% | +1,015+31.3% | Added |
| Whitcomb & Hess, Inc. | 4,193 | $464.4K | 0.12% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,251 | $467.2K | 0.01% | +914+27.4% | Added |
| Oxford Financial Group Ltd | 4,222 | $467.6K | 0.03% | +83+2.0% | Added |
| Phoenix Holdings Ltd. | 4,248 | $470.7K | 0.01% | +289+7.3% | Added |
| Everence Capital Management Inc | 4,250 | $471.0K | 0.03% | 00.0% | Unchanged |
| Groupama Asset Managment | 4,292 | $475.4K | 0.01% | −406−8.6% | Reduced |
| Round Rock Advisors, LLC | 4,300 | $476.3K | 0.08% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 4,311 | $477.5K | 0.02% | +120+2.9% | Added |
| Stephenson National Bank & Trust | 4,332 | $479.8K | 0.15% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 4,372 | $484.2K | 0.11% | +837+23.7% | Added |
| MUFG Securities Americas Inc. | 4,421 | $489.7K | 0.03% | +775+21.3% | Added |
| Blair William & Co | 4,427 | $490.3K | 0.00% | +1,416+47.0% | Added |
| Marble Harbor Investment Counsel, LLC | 4,430 | $490.7K | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 4,436 | $491.3K | 0.00% | +10+0.2% | Added |
| Wahed Invest LLC | 4,474 | $495.5K | 0.07% | +27+0.6% | Added |
| Shakespeare Wealth Management, Inc. | 4,560 | $505.1K | 0.11% | −148−3.1% | Reduced |
| Axq Capital, LP | 4,675 | $517.8K | 0.20% | +4,675 | New |
| Meiji Yasuda Life Insurance Co | 4,714 | $522.1K | 0.02% | +4,714 | New |
| Steadtrust LLC | 4,733 | $524.2K | 0.35% | +23+0.5% | Added |
| CenterBook Partners LP | 4,821 | $534.0K | 0.03% | −6,272−56.5% | Reduced |
| Gen-Wealth Partners Inc | 4,834 | $535.4K | 0.18% | −602−11.1% | Reduced |
| Catalytic Wealth RIA, LLC | 4,848 | $537.0K | 0.02% | +4,848 | New |
| GAMMA Investing LLC | 4,888 | $541.4K | 0.03% | +920+23.2% | Added |
| High Note Wealth, LLC | 4,900 | $542.7K | 0.11% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,914 | $544.3K | 0.03% | +2,835+136.4% | Added |
| Annex Advisory Services, LLC | 4,947 | $548.0K | 0.01% | −393−7.4% | Reduced |
| Wealthfront Advisers LLC | 4,977 | $551.3K | 0.00% | +324+7.0% | Added |
| Davis R M Inc | 5,005 | $554.3K | 0.01% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 5,079 | $562.5K | 0.60% | −25−0.5% | Reduced |
| Norden Group LLC | 5,103 | $565.2K | 0.06% | +1,815+55.2% | Added |
| Main Street Financial Solutions, LLC | 5,105 | $565.4K | 0.04% | +13+0.3% | Added |
| Umb Bank N A | 5,200 | $576.0K | 0.01% | +22+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,215 | $577.6K | 0.01% | +5,215 | New |
| Golden State Equity Partners | 5,234 | $579.7K | 0.10% | +5,234 | New |
| Stephens Inc | 5,249 | $581.3K | 0.01% | +3+0.1% | Added |
| Neo Ivy Capital Management | 5,434 | $601.9K | 0.15% | +5,434 | New |
| Kestra Private Wealth Services, LLC | 5,443 | $602.8K | 0.01% | +147+2.8% | Added |
| CAPROCK Group, Inc. | 5,613 | $603.6K | 0.01% | +5,613 | New |
| Sherbrooke Park Advisers LLC | 5,547 | $614.4K | 0.29% | +269+5.1% | Added |
| Kestra Advisory Services, LLC | 5,568 | $616.7K | 0.00% | −476−7.9% | Reduced |
| Benjamin Edwards Inc | 5,638 | $624.4K | 0.01% | +1,160+25.9% | Added |
| First Manhattan Co | 5,638 | $624.5K | 0.00% | −22−0.4% | Reduced |
| Revisor Wealth Management LLC | 5,809 | $633.9K | 0.22% | −688−10.6% | Reduced |
| Intech Investment Management LLC | 5,867 | $649.8K | 0.01% | −6,798−53.7% | Reduced |
| Omers Administration Corp | 5,910 | $654.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,945 | $658.5K | 0.03% | +1,138+23.7% | Added |
| Atomi Financial Group, Inc. | 5,951 | $659.1K | 0.02% | +490+9.0% | Added |
| Global X Japan Co., Ltd. | 5,966 | $660.8K | 0.06% | −760−11.3% | Reduced |
| Cullen Capital Management LLC | 5,973 | $661.6K | 0.01% | 00.0% | Unchanged |
| RBF Capital, LLC | 6,000 | $664.6K | 0.03% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 6,000 | $664.8K | 0.14% | −686−10.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 6,035 | $668.4K | 0.00% | +2,971+97.0% | Added |
| Allstate Corp | 6,049 | $670.0K | 0.02% | +6,049 | New |
| Arkadios Wealth Advisors | 6,067 | $672.1K | 0.02% | +6,067 | New |
| Syon Capital LLC | 6,109 | $676.6K | 0.04% | +4,001+189.8% | Added |
| Jane Street Group, LLC | 6,178 | $684.3K | 0.00% | −8,097−56.7% | Reduced |
| Savant Capital, LLC | 6,179 | $684.3K | 0.00% | +946+18.1% | Added |
| Harbour Investments, Inc. | 6,202 | $686.9K | 0.02% | −104−1.6% | Reduced |
| State of Wyoming | 6,265 | $693.9K | 0.08% | +3,656+140.1% | Added |
| Catalyst Funds Management Pty Ltd | 6,400 | $708.9K | 0.11% | +6,400 | New |
| Independent Advisor Alliance | 6,455 | $715.0K | 0.02% | −537−7.7% | Reduced |
| Strategic Blueprint, LLC | 6,476 | $717.3K | 0.03% | +732+12.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,490 | $718.8K | 0.00% | −73−1.1% | Reduced |
| Quadrant Capital Group LLC | 6,507 | $720.7K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6,549 | $725.4K | 0.01% | +34+0.5% | Added |
| Gibbs Wealth Management | 6,633 | $734.7K | 0.17% | −1,351−16.9% | Reduced |
| Illinois Municipal Retirement Fund | 6,654 | $737.0K | 0.01% | +6,654 | New |
| Brighton Jones LLC | 6,687 | $740.7K | 0.02% | +3,229+93.4% | Added |